Basic CRM and SRM Settings
In this chapter different basic settings for using CRM and SRM in MONITOR are described. Before you can start using the function, you must configure a number of basic settings in certain procedures.
Settings for CRM and SRM
- You have to update the Customer Status Codes under Tables in the Global Settings procedure. (There is also a tab for suppliers.)
- You have to update the Customer Activity Codes under Tables in the Global Settings procedure. (There is also a tab for suppliers.)
- You can create activity lists to facilitate the activity management in the Activities procedure under Tables in the Global Settings module.
- You have to update the setting Calendar program for integrated activities, under Fax / E-mail under the System tab in the Settings procedure, in order to configure which e-mail/calendar system to use (1 = Lotus Notes or 2 = Outlook).
- You have to update the setting Note in log when e-mailing from the CRM tab or activity tabs, under CRM - Customer Relationship Management under the Sales tab in the Settings procedure, depending on if a log should be created automatically with opportunity to make comments/notes when e-mails are sent from MONITOR to a customer.
- You have to update the setting Use Outlook integration when e-mailing from the CRM tab or activity tabs, under the same heading as mentioned above, depending on how the integration should be handled by MONITOR.
- You have to update the setting Note in log when e-mailing from the SRM tab or activity tabs, under SRM - Supplier Relationship Management under the Purchase tab in the Settings procedure, depending on if a log should be created automatically with opportunity to make comments/notes when e-mails are sent from MONITOR to a supplier.
- You have to update the setting Use Outlook integration when e-mailing from the SRM tab or activity tabs, under the same heading as mentioned above, depending on how the integration should be handled by MONITOR.